Institutional Ownership Invesco ETF Tr Ii Kbw Premium (KBWY)
This table provides information about the institutional ownership of Invesco ETF Tr Ii Kbw Premium (KBWY). We have compiled data on the 63 institutions that hold shares in the stock, with a total of 3.24 Million shares, which have been reported (via 13F filing form) to have a value of $50.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
12,700
shares
|
$196,342
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
12,412
shares
|
$191,889
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
10,891
shares
|
$168,374
0.0% of portfolio
|
Q3 2025
Added 20.68%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,780
shares
|
$151,198
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
7,399
shares
|
$114,388
0.01% of portfolio
|
Q3 2025
Reduced 14.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
7,027
shares
|
$108,637
0.0% of portfolio
|
Q2 2025
Reduced 17.96%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
5,547
shares
|
$85,756
0.0% of portfolio
|
Q3 2025
Added 5.84%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
5,254
shares
|
$81,226
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
5,198
shares
|
$80,361
0.0% of portfolio
|
Q2 2025
Added 20692.0%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
4,274
shares
|
$66,076
0.0% of portfolio
|
Q3 2025
Reduced 30.2%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
3,838
shares
|
$59,335
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,500
shares
|
$38,650
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
1,750
shares
|
$27,055
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,701
shares
|
$26,297
0.0% of portfolio
|
Q4 2024
Reduced 69.08%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
1,086
shares
|
$16,789
0.0% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,000
shares
|
$15,460
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
1,000
shares
|
$15,460
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
978
shares
|
$15,119
0.0% of portfolio
|
Q2 2025
Added 13.06%
|
|
|
Stance Capital LLC
Boston, MA |
Nov 18, 2025 Q3 2025 |
674
shares
|
$10,420
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
550
shares
|
$8,503
0.0% of portfolio
|
Q1 2025
Added 12.24%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
509
shares
|
$7,869
0.0% of portfolio
|
Q2 2025
Reduced 71.26%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
360
shares
|
$5,565
0.0% of portfolio
|
Q1 2025
Reduced 64.36%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
316
shares
|
$4,885
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
254
shares
|
$3,926
0.0% of portfolio
|
Q3 2022
Reduced 80.22%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
132
shares
|
$2,040
0.0% of portfolio
|
Q2 2024
Reduced 74.62%
|
|